Pax World investment outlook:
First Quarter 2015 Review and Outlook

By Pax World Chief Investment Strategist, Chris Brown, Stave Falci, CFA®, Chief Investment Officer and Julie Fox Gorte, Ph.D., Senior Vice President of Sustainable Investing

The roller coaster ride that was the fourth quarter has extended into the early days of January and has heightened the risk awareness of most investors. While generally pleased with gains in their portfolio for 2014, a number of risks are weighing on investors as we enter 2015:

  • The Federal Reserve has left investors with little guidance as to the timing and magnitude of potential interest rate increases in 2015.
  • Oil and the U.S. dollar will most likely be at the forefront of investors’ minds as we have seen oil prices plunge and the dollar strengthen, roiling some markets while benefitting others.
  • China’s economy continues to show signs of weakening, which could impact both U.S. and global growth.

Learn more in our Investment Outlook.

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